More of your day with clients, less on the work behind them.
For financial advisers, the relationship is what grows a book. The notes, the advice documents, the forms, the follow-ups don’t, and they eat the time that does. Alcova handles that work for you, so the hours go back to your clients.
Free for 15 days, then $50/month per adviser, month to month. Set up in minutes, nothing for IT.
- Data stays in Australia
- Never used to train AI
- SOC 2 Type II
You stay in the room. The file notes, tasks and documents are prepared behind each meeting, ready when you are.
A book grows on trust, not on the admin behind it.
A client stays for the person across the table, not the admin behind them. The notes, the forms, the follow-ups: none of it builds the relationship.
And most of it isn’t even you. It sits in a queue while the client waits. Twenty minutes of work, days of waiting.
Illustrative. The same work, drafted in twenty minutes either way. The gap is the wait, the part the relationship never sees.
Alcova clears that tail, so the week tilts back to clients.
Working from your CRM and platform data, it writes the file note to your standard, drafts the advice documents, completes the forms, and has you across the client before you walk in.
- Made a $27,500 concessional contribution in June. Netwealth
- A $120,000 term deposit matured and is sitting in the CMA. Macquarie CMA
- Sold the Brisbane investment property; settled 12 February. Client email
- Updated their will and enduring power of attorney. Last file note
- Fee Disclosure Statement renews on 14 May. ASIC FDS register
- Growth tilt is now 4% above the agreed range. Netwealth · IPS
- $2,500 of the concessional cap is still unused this year. ATO
- A TMD review is due on the global equities fund. Product TMD
- You said you would review their insurance. The quote is drafted. Last file note
- Client to send the trust deed. Received 2 April. Email
Drawn from your CRM, your platform, the ATO and ASIC, and the last file note. Every line cites where it came from.
Your CRM updates itself.
The meeting ends and, within minutes, your notes are structured, your CRM is updated, and your compliance record is written. You didn’t open a single extra tab.
No copy-paste. No manual data entry.
saved on pre-meeting preparation, advice work and admin.
More of the week, handled.
Meeting notes are the start. Operator takes on the rest, in your firm’s voice and to your firm’s standard. Choose a job to see how.
Client communications, in your firm’s voice.
Quarterly updates, campaign content and event invites, written the way your firm writes them and ready to send.
- Quarterly client updates
- Campaign and event content
- Prospect nurture sequences
Advisers don’t want to go back.
I’ve only been utilising for 3 sessions so far, but I will not go back. This will actually change my life.
Wow, this is unreal. So cool. I love it.
Really great, I’m absolutely thrilled.
Very cool tech!
Two ways in, at your own pace.
Meeting transcription and file noting
The easiest first step. Meetings transcribed and noted to your firm’s standard, set up in minutes.
Start with meeting transcription and file notingOperator
The documents, the forms, the work that runs off your CRM and platform data. There when you want it.
See what Operator doesThe questions advisers ask first.
Is it free to start?
Yes, there’s a free trial, and a card is required to start. After that, meeting transcription and file noting is $50/month per adviser, month to month. Start with meeting transcription and file noting.
Will it change how I work?
No. The work just stops being manual. Your day with clients is the same.
What does it do beyond meetings?
That’s Operator. It takes on the advice documents, the forms, and the work that runs off your CRM and platform data. See Operator.
Is my client data safe?
Yes. It stays in Australia, and your information is never used to train any AI. How it works.
Start with your next meeting.
A few minutes to set up, the admin tail starts clearing from day one, and Operator is there when you want the rest.
Start with meeting transcription and file noting →- Data stays in Australia
- Never used to train AI
- SOC 2 Type II